Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
NAPFA Names Susan John as 2010-11 Chairperson
By Joyce HansonThe National Association of Personal Financial Advisors (NAPFA) announced that it elected a new chairperson last week at its annual meeting in Chicago.
May 25, 2010
IBM Courts InsurersInternational Business Machines Corp. has introduced the IBM Insurance Industry Framework collection of insurance software products
May 25, 2010
Seven strategies to get to the top and stay thereThe more you can master each strategy, the more likely you will achieve and retain top producer status.
May 24, 2010
Seven strategies to get to the top and stay thereThe more you can master each strategy, the more likely you will achieve and retain top producer status.
May 18, 2010
Ten tips - and 20 questions - to inspire innovationThere are three rules to drive innovation: ingenuity, perfection and fit.
May 18, 2010
My sales pipeline is constipated!Don't fall into the trap of blaming everything on the economy.
May 17, 2010
What Does It Mean When One Hand Washes the Other?After a long day of working with a St. Louis firm, a number of advisors who I've gotten to know take me to a sports bar for burgers and beer. Burgers, beer, friends, baseball on television - not the worst way in the world to end the day.
May 17, 2010
What Does It Mean When One Hand Washes the Other?After a long day of working with a St. Louis firm, a number of advisors who I've gotten to know take me to a sports bar for burgers and beer. Burgers, beer, friends, baseball on television - not the worst way in the world to end the day.